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HUSEX vs SSGSX
HUSEX vs SSGSX Comparison
Open Charts HUSEX vs SSGSX
Huber Small Cap Value Instl
Price$24.18
Change-$1.98 (-7.57%)
VolumeN/A
Net Assets76.61M
Victory Sycamore Small Company Opp A
Price$40.36
Change-$3.24 (-7.43%)
VolumeN/A
Net Assets5.88B
HUSEX vs SSGSX Comparison Chart
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HUSEX vs. SSGSX commentary
Apr 04, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is HUSEX is a StrongBuy and SSGSX is a Buy.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.88B vs. HUSEX (76.6M). SSGSX pays higher dividends than HUSEX: SSGSX (0.52) vs HUSEX (0.44). HUSEX was incepted earlier than SSGSX: HUSEX (13 years) vs SSGSX (26 years). HUSEX (1.39) is less costly to investors than SSGSX (1.26). SSGSX is a more actively managed with annual turnover of: 37.00 vs. HUSEX (30.55). SSGSX has a lower initial minimum investment than HUSEX: SSGSX (2500) vs HUSEX (1000000). HUSEX annual gain was more profitable for investors over the last year : -2.25 vs. SSGSX (-9.24). HUSEX return over 5 years is better than : 137.52 vs. SSGSX (51.13).
| HUSEX | SSGSX | HUSEX / SSGSX | |
| Total Expense Ratio | 1.28 | 1.26 | 102% |
| Annual Report Gross Expense Ratio | 1.39 | 1.26 | 110% |
| Fund Existence | 13 years | 26 years | - |
| Gain YTD | -11.173 | -6.095 | 183% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 76.6M | 5.88B | 1% |
| Annual Yield % from dividends | 0.44 | 0.52 | 85% |
| Returns for 1 year | -2.25 | -9.24 | 24% |
| Returns for 3 years | 5.80 | -10.59 | -55% |
| Returns for 5 years | 137.52 | 51.13 | 269% |
| Returns for 10 years | 63.28 | 10.74 | 589% |
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